Tanglewood Family Office

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Welcome And Thank You For Your Interest In Tanglewood Family Office Welcome and thank you for your interest in Tanglewood Family Office. Operating quietly and discretely from beautiful Fredericksburg, Texas, Tanglewood Family Office provides private multi-family office services, a rare experience enjoyed by our country s most successful families for over 100 years. Originating in England and brought to the United States by the great 19th and 20th century industrialists, the private family office was comprised of a team of highly credentialed and experienced professionals hired by one family to help organize and manage their vibrant financial lives. Following these guidelines of tradition, Tanglewood Family Office offers our interpretation of private wealth management adapted to the lives and needs of a small number of discerning client families. Why so few? It s very simple. The level at which we operate on behalf of our client families cannot be mass produced. Implicit in our offering is the understanding that each family is to receive at all times the excellence that has come to be expected from a private family office. Our wealth management services have been carefully designed with that goal in mind. And we have the highly credentialed, high energy, solution-driven team to make it happen. Core Investment Management Services As Tanglewood Family Office s founder and president, and as a financial advisor at LPL Financial, I personally manage every client portfolio on an ind

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